Investment Philosophy

CLIENT-CENTRIC CONCERT investment philosophy is based on achieving client goals and objectives by providing them with suitable portfolios that will carry them through any market condition. We find that a key to success is strategic allocation across multiple asset classes, markets and investment styles.

TIME-TESTED PROCESS Macro-economic global research, asset class analysis, methodical security selection and process-driven investment discipline are applied during asset allocation and investment selection. We seek the best investment opportunities by analyzing the developing market trends from a wide range of authoritative sources of economic and financial information. By constructing portfolios with highly-diversified financial instruments and keeping portfolio risk low, we achieve capital preservation with superior growth potential. The result is a comprehensive, logical and transparent investment strategy for our clients.

INVESTMENT PROCESS

GLOBAL RESEARCH The portfolio allocation process starts with in-depth macroeconomic analysis — a qualitative examination of global economic trends and recognition of possible areas of growth. The opinions of leading U.S. economists and dedicated industry professionals help our investment team identify major global economic trends.

 

DIVERSIFICATION With clear view of the current investment landscape, portfolios are allocated to diverse global markets, including fixed income, equities, currencies, and cash. The portfolios are strategically allocated to asset classes that capture market direction, and tactically allocated to alternatives in order to minimize downside risk and enhance return.

 

SECURITY ANALYSIS Security selection process is driven by quantitative investment analysis of the suitable investment vehicles. Each potential security is tested within the entire portfolio in order to appropriate the risk and return potential and ensure the fulfillment of the anticipated investment goal.